Steward Partners Investment Advisory, LLC MLKN MILLERKNOLL INC

Ownership history in Steward Partners Investment Advisory, LLC  ·  16 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported MILLERKNOLL INC (MLKN) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows MLKN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLKN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in MILLERKNOLL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MLKN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steward Partners Investment Advisory, LLC held MLKN — position size vs. price
% of Fund (quarterly)    MLKN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 97.1% +5.0% 1 -34 -97.1% 0.00% $18 2025-11-12 $14.08
2025 Q2 REDUCED 36.4% -7.5% 35 -20 -36.4% 0.00% $680 2025-08-12 $19.95
2025 Q1 UNCHANGED 55 0% 0.00% $1K 2025-05-13 $16.79
2024 Q4 REDUCED 62.8% -14.5% 55 -93 -62.8% 0.00% $1K 2025-02-06 $20.49
2024 Q3 ADDED 148 +14 +10.4% 0.00% $4K 2024-11-14 $22.29
2024 Q2 REDUCED 20.7% -6.0% 134 -35 -20.7% 0.00% $4K 2024-08-08 $25.92
2024 Q1 REDUCED 66.3% +7.6% 169 -332 -66.3% 0.00% $4K 2024-05-15 $25.82
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steward Partners Investment Advisory, LLC and MLKN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning MLKN?

Steward Partners Investment Advisory, LLC reported MLKN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MLKN position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for MLKN was 0.00% in 2024 Q1.

What is the latest reported MLKN position on this page?

The most recent filing on this page is 2025 Q3, when Steward Partners Investment Advisory, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $18.

What does the chart on this MLKN ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly MLKN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Steward Partners Investment Advisory, LLC time their MLKN position?

Based on 13F filing dates vs. subsequent MLKN price moves, Steward Partners Investment Advisory, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on MLKN relative to SPY over the holding period was -29.6%.

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